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Financial Advisor Success
- Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro October 15, 2024Mark Asaro is the Chief Investment Officer of Noble Wealth Management, an RIA based out of Colorado that oversees $320 million in assets under management for 160 households. Mark stands out with his liability-driven investing approach, which builds retirement portfolios focused on managing sequence of return risk, leveraging the use of closed-end bond funds to […]Michael Kitces
- Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer October 8, 2024Michael Kramer is the Manager of Natural Investments, an RIA based out of San Francisco that has offices across the country and oversees $1.9 billion in assets under management for 1,300 households. Michael's firm uniquely employed a perpetual purpose trust structure for its internal succession plan, which allowed the founding partners to monetize their ownership […]Michael Kitces
Investopedia
- Credit Card Networks: What They Are and How They Work October 17, 2024What is a credit card network and how does it work?Lindsay VanSomeren
- How to Close a Checking Account October 17, 2024First, update your direct deposit info and pre-authorized paymentsRebecca Safier
NY Times Economix
- Connections Bot: Your Daily, Personalized Connections Analysis October 17, 2024See how you stacked up against other Connections players today.Eve Washington, Eden Weingart and Asmaa Elkeurti
- Spelling Bee Buddy: Personalized Hints That Update as You Play October 17, 2024Customized hints that update based on your progress in today’s puzzle.Neil Berg, Matthew Conlen, Josh Katz, Aaron Krolik, Eve Washington and Eden Weingart
- State of the Race: A Close Race Gets Closer October 15, 2024There’s no sign that a deluge of surveys from Republican-aligned firms is meaningfully affecting the polling averages.Nate Cohn
- Harris Proposes a Medicare Plan to Provide Home Care, Vision and Hearing Ben October 15, 2024The vice president’s health care plan is meant to help Americans who are struggling to find affordable home care for themselves or aging relatives.Reed Abelson and Margot Sanger-Katz
- Where Polls Can Mess Up (and What Pollsters Do About It) October 14, 2024Conducting a poll isn’t an exact science. The process is susceptible to lots of common problems and baked-in biases — more than just the “margin of error.”Kaleigh Rogers
CNBC
- These companies reporting earnings next week have a history of beating expectations October 17, 2024
- Google CEO names new search and ads boss, slides predecessor to role of chief technologist October 17, 2024
- Hedge fund manager Daniel Loeb believes Trump's chances are increasing and he's betting accordingly October 17, 2024
- Stocks making the biggest moves midday: Nvidia, Travelers, Blackstone, Uber and more October 17, 2024
- FBI arrests Alabama man for SEC X hack that spiked price of bitcoin October 17, 2024
- Netflix third-quarter subscribers barely beat estimates as ad-tier members jump 35% October 17, 2024
- Hamas leader Yahya Sinwar has been killed, Israeli foreign minister says October 17, 2024
- Nvidia stock rises to new record, exceeding June high as AI trade is rekindled October 17, 2024
- Dueling billionaires: Mark Cuban campaigns with Harris, Elon Musk tours PA with pro-Trump PAC October 17, 2024
- Unity's new CEO pitches 'fundamentally different company' after rough year October 17, 2024